集智股份(300553) - 集智股份调研活动信息

Group 1: Company Overview - The company specializes in the research, design, production, and sales of fully automatic balancing machines and automation equipment, widely used in various industries including electric motors, automotive, and aerospace [2]. - The core product, the fully automatic balancing machine, is utilized in sectors such as electric tools, household appliances, pumps, fans, chemicals, high-speed rail, power, shipping, and aerospace [2]. Group 2: Market Conditions - The balancing product market is experiencing a slowdown due to economic downturns and consumer confidence issues, particularly in traditional home appliances and electric tools [3]. - There is a structural shift with increased applications of balancing products in the new energy vehicle components sector [3]. Group 3: Business Development - The company is focusing on high-speed balancing technology, which is crucial for large rotating machinery applications, including gas turbines and aircraft engines [3]. - Current products, including balancing machines and automation production lines, have found extensive applications in the automotive sector [3]. Group 4: Future Plans - The company aims to seize opportunities for domestic substitution in balancing technology, enhance R&D for new energy vehicle high-speed balancing machines, and upgrade its balancing business from mid-low to mid-high-end applications [3]. - Plans include expanding existing automation business capacity and accelerating the industrialization of artificial intelligence-based fiber optic sensing technology [3]. Group 5: New Business Ventures - The subsidiary, Hangzhou Diting Intelligent Technology Co., has made significant progress in intelligent super-sensing information processing in fields like water sound measurement, with a focus on developing water sound product prototypes [3]. - The project is in a new business area, and the company is continuously testing and improving product performance [3].